- Wells Fargo (Charlotte, NC)
- **About this role:** Wells Fargo is seeking a Lead Institutional Investment Operations Specialist to work on the Security Master/Product Data team, which ... in our Reference Data systems. **Required Qualifications:** + 5+ years of Institutional Investment Operations experience, or equivalent demonstrated through… more
- Wells Fargo (Charlotte, NC)
- **About this role:** Wells Fargo is seeking an Institutional Investment Operations Specialist to join the Tax Operations team within Corporate & ... resolve issues and achieve goals **Required Qualifications:** + 2+ years of Institutional Investment Operations experience, or equivalent demonstrated… more
- JPMorgan Chase (Portland, OR)
- Campbell Global is looking for an Executive Director level Investment Specialist to play a lead role in asset raising, business retention, and client service ... attributes including climate solutions. **Job Summary** As an Executive Director level Investment Specialist supporting Campbell Global, you will assist and… more
- JPMorgan Chase (New York, NY)
- …ultra-short duration, global bonds, structured products, mortgages and tax-aware strategies. As an Investment Specialist within the team, you will play a crucial ... marketing materials. Collaborating closely with portfolio managers, sales channels, other investment specialists, and internal support and operations groups, you… more
- JPMorgan Chase (Columbus, OH)
- …monitoring, rebalancing, and execution of global trading strategies across discretionary investment management and trust portfolios. This role supports over 1 ... Private Bank and US Wealth Management. **Roles and Responsibilities:** + ** Investment Implementation Portfolio Management:** + Monitor, invest, manage, and trade… more
- CBRE (Los Angeles, CA)
- …a matrix structure. + Proven experience in Client Care/Client Relations/Investor Relations/Product Specialist role within an investment management firm. + Prior ... working with Institutional Investors. + Prior experience working with an investment team. + Strong IT skills (Word, Excel, PowerPoint). + Experience with… more
- Nuveen Investments (Minneapolis, MN)
- …Nuveen. For more information, please visit our website at www.winslowcapital.com. As the Trading Operations Specialist , you will be a key member of the ... operations and investment teams supporting trade processes,...solutions designed to secure the long-term financial goals of institutional and individual investors. Its affiliates offer deep expertise… more
- Adecco US, Inc. (Pennington, NJ)
- …Merrill Institutional Consultant inquiries. **Experience required for this Operations Specialist person position include:** . Previous experience supporting ... their top clients with their search to fill a ** Operations Specialist !** Pay: $ 22.12/hr Location: Hybrid...operational function at a financial institution . Knowledge of investment products and vehicles . Previous customer service experience… more
- US Bank (Milwaukee, WI)
- …from Day One. **Job Description** The Memo Processing team is hiring a Custody Operations Specialist 3 responsible for the operational support and processing of ... Wealth, Corporate, Commercial, and Institutional Banking (WCIB) client accounts and products of various...and accounting principles which directly affect Wealth Management & Investment Services business lines and clients - Ability to… more
- JPMorgan Chase (Tempe, AZ)
- …procedures that are tied to compliance and governmental regulations. As a Quality Specialist IV within JPMorganChase, you will play a pivotal role in maintaining our ... + Understanding of automation processes to enhance efficiency and streamline operations + Digital proficiency to navigate and utilize various digital tools… more